Account Ownership Review
SF Fire Credit Union is pleased to announce that we will be launching an all-new Online & Mobile Banking system this Fall, which will offer updated tools and features such as Usernames, Touch ID Log-In, Secured Messaging, Increased Security with Multi-Factor Authentication, and Account Aggregation with other Financial Institutions.
Unique Usernames & Log-Ins for Each Member
Among the new features will be a unique log-in for each member, allowing you to view all SF Fire Credit Union accounts where you are an owner or joint owner with a single log-in.
Need to Review Account Ownership Details for Accuracy
To prepare for this change, please review the current list of joint owners on each of your deposit accounts. Once a joint owner registers their own Online Banking log-in, they will have immediate access to view and transact on the accounts where they are named – and only on these accounts. For example: if you have a joint owner named on your checking account but not your savings account, they will be able to view and transact on the checking account, but not the savings.
Joint owners for each separate deposit account on a given membership can be verified within the current Online Banking. Click on Records & Information in the left navigation panel, and select Joint Ownership as in the example below:
Joint owners are also listed at the end of the transaction history for each deposit account on the membership’s monthly statements as in the example below:
Making Updates to Account Ownership
If you need to add an existing joint owner to additional deposit accounts on the membership, you can call us or contact us by live chat during normal business hours to make this change. To make any other corrections on any of your deposit accounts, whether to add a new joint owner or subtract an existing joint owner, you’ll need to complete and submit the appropriate Account Ownership Review form. Please note that this process and the related forms only apply to changes to deposit accounts (checking, savings, term certificates) and do not apply to loans. To make changes to your loans, please contact us during normal business hours either in the branch or through our Contact Center.
If you would like to…
- Add an existing joint owner to additional deposit accounts, you can call us or contact us by chat, or fill out the Add An Existing Joint Owner Form
- Add a new joint owner to your deposit accounts, fill out the Add A New Joint Owner Form
- Remove a joint owner from your deposit accounts, fill out the Remove A Joint Owner Form
Several Options For Returning The Form(s)
- Visit a Branch: Monday – Friday 8:30 am – 6:00 pm, Saturday 8:30 am – 3:00 pm
- Mail: PO Box 7011 San Francisco, CA 94120
- Email: For Instructions on how to send account ownership review form through our secured email service, email us at [email protected]
We understand that for many members, email is the most convenient option for document delivery, but securing your personal information is of the highest priority to us. Our new Online & Mobile Banking platform will feature an internal Secured Messaging system; in the meantime, please email [email protected] and we’ll provide you an encrypted email link which you can use to return the form directly to our Operations department.